In Re Estate of Peterson

381 N.W.2d 109, 221 Neb. 792, 1986 Neb. LEXIS 834
CourtNebraska Supreme Court
DecidedFebruary 7, 1986
Docket84-706
StatusPublished
Cited by19 cases

This text of 381 N.W.2d 109 (In Re Estate of Peterson) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Peterson, 381 N.W.2d 109, 221 Neb. 792, 1986 Neb. LEXIS 834 (Neb. 1986).

Opinion

Grant, J.

Eugenia A. Peterson died February 5, 1983. A petition for formal probate of her will was filed in the county court for Scotts Bluff County, Nebraska, and the will was admitted to probate on March 22, 1983. Decedent’s husband, Carl Peterson, filed a “Petition for Elective Share” in the probate proceedings in that court on August 3,1983, in which he elected “pursuant to Nebraska Probate Code Section 30-2317 to take one-half of the augmented estate of the decedent.” The copersonal representatives of decedent’s estate, decedent’s two sons from her previous marriage to LeRoy Abbott, filed an answer to the petition for elective share, asserting that an antenuptial agreement executed by Carl and Eugenia barred Carl’s claim. Carl replied to the answer, alleging that the antenuptial agreement was void, asserting, inter alia, that there was fraud and overreaching in the execution of the antenuptial agreement and that, in any event, such an agreement applied to real property only and not to personal property.

After a pretrial conference the county court issued a pretrial order bifurcating the trial. The first part of the trial was to determine whether Carl was entitled to an elective share, and if it was so determined, the second part of the trial would be used to determine the amount of the share. In regard to the procedure, at the beginning of the trial the court stated:

*794 [B]asically that [the pretrial order] states that... it is the estate’s right and obligation to go forward first with the evidence to present the existence of a valid antenuptial or prenuptial agreement and, then, the evidence for the Contestant, Mr. Carl Peterson, would be permitted in opposition thereto, and that any rebuttal evidence then would be taken up at that time.
So it would be the opinion of the Court that estoppel or waiver or that type of evidence would not be germane until having heard the evidence Mr. Peterson may present.

At trial the estate, as set out in the court’s journal entry, “presented evidence of the antenuptial agreement, the execution of the Agreement and related matters whereupon the Estate rested reserving the right to present rebuttal evidence of estoppel. The Contestant [Carl Peterson] then presented evidence in opposition to the antenuptial agreement and rested. . . .” After Carl rested, the estate offered no rebuttal evidence and then moved to dismiss “on the basis that there was insufficient evidence to support a finding that the antenuptial agreement was invalid.” The court sustained the motion to dismiss.

Carl Peterson timely appealed to district court. The district court affirmed the county court order dismissing Carl’s petition for elective share, “[fjinding no error on the record.” Carl timely appeals to this court and assigns 14 errors. The assignments may be grouped into four. First, appellant alleges that the antenuptial agreement was invalid on several grounds, including improper execution and insufficient disclosure of assets and fraud committed by Eugenia in connection with the antenuptial agreement. Second, appellant urges that the county court erred in holding that the burden of proof was on Carl to show the invalidity of the agreement. Third, the county court erred in failing to find that Neb. Rev. Stat. § 30-106 (Reissue 1964) controlled as to the validity and extent of the agreement. Fourth, the county court erred in finding that Carl was estopped from denying the validity of the agreement.

The standard of review by this court is for errors appearing on the record. Neb. Rev. Stat. § 25-1911 (Reissue 1979); In re Estate of Casselman, 219 Neb. 653, 365 N.W.2d 805 (1985); In *795 re Estate of Massie, 218 Neb. 103, 353 N.W.2d 735 (1984). The evidence before the county court shows the following.

When they met, Carl Peterson and Eugenia Abbott were each single. Carl had been divorced and Eugenia’s first husband had died. Each had children, all of whom were adults at the time of these proceedings. Eugenia and Carl were married on July 25, 1969, and executed an antenuptial agreement 2 days before their marriage. The agreement had been prepared by Eugenia’s lawyers and was brought to Eugenia’s house by Paul Hefti, the president of the Guardian State Bank of Alliance, Nebraska. The agreement was signed by both parties, and both acknowledged their signatures before Hefti, who was a notary public. Hefti had died before the date of the proceedings herein. The Guardian State Bank was the executor of the estate of Eugenia’s first husband, LeRoy Abbott, and handled the trusts set up in LeRoy Abbott’s will.

Although Carl and Eugenia jointly held some property during their marriage, they generally kept their financial matters separate. Based upon the sale of his ranch in 1973, Carl’s net worth in 1969 when the antenuptial agreement was signed was approximately $250,000. Eugenia’s net worth at that time included approximately $215,868.53 of personal property and an interest in the LeRoy Abbott estate, in which she had a power of appointment over approximately one-half of the adjusted gross estate of approximately $10 million. Inter vivos gifts from Eugenia to Carl during the marriage included a house in Scottsbluff, a condominium in Hawaii, and approximately $200,000 in tax-exempt bonds. Carl was bequeathed $200,000 in cash in Eugenia’s will.

Initially, Carl asserts that the county court erred in putting the burden on Carl to prove the invalidity of the antenuptial agreement. We have held that the burden of proof regarding the validity of an antenuptial contract is on the party asserting its invalidity. Moss v. Stueven, 200 Neb. 215, 263 N.W.2d 98 (1978); Strickland v. Omaha Nat. Bank, 181 Neb. 478, 149 N.W.2d 344 (1967); Caprette v. Spieth, 181 Neb. 11, 146 N.W.2d 746 (1966). The county court, therefore, did not err in placing the burden on Carl to show the invalidity of the antenuptial agreement. It was incumbent upon Carl to show the *796 fraud and overreaching that he alleged in claiming that the agreement was invalid.

Insofar as Carl contends that the county court should have accepted as true all of his evidence and all the reasonable inferences from that evidence because his petition was dismissed at the conclusion of his evidence, the posture of this case does not support Carl’s conclusion. Carl’s premise is that the county court sustained a motion to dismiss his case at the conclusion of his evidence. In reality, the county court heard all the evidence on the issue of the validity of the antenuptial agreement.

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Bluebook (online)
381 N.W.2d 109, 221 Neb. 792, 1986 Neb. LEXIS 834, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-peterson-neb-1986.